Using Rico
Help learning how to use RicoIncluding Provisions and Assessing Compliance in Your Plan Assessment
This article explains how to find and include provisions in your plan assessment, assign statuses, mark compliance, and update your assessment when a new plan version goes live.
Using the '/' Command to Insert Plan Assessment Tables
This article explains how to use the '/' command to insert live plan assessment tables into your reports, and how to edit comments and adjust tables without leaving the report.
Using the Subject Site Search
This article details how to use the Subject Site Search function on Rico.
Rico AI (Information Sheet)
Rico AI is an optional assistant that helps you draft and refine content directly inside Rico's text fields. It uses a large language model (LLM) from OpenAI and is designed to work with Rico's wider functionality to perform various tasks.
Using Reassign and Project Snapshots for Review and Versioning
Rico’s review and versioning tools help you manage project handovers, track project progress, and maintain a clear record of changes over time.
Review Mode and Tracked Changes
How to review reports and leave tracked changes in Rico
Rico Standard User Onboarding Checksheet
Welcome to Rico! This onboarding guide is designed for users who use Rico to create planning assessments and reports. It outlines the core functionality, advanced features, and common troubleshooting tips for each part of the Rico workflow.
Drawing Custom Site Boundaries
Troubleshoot tricky sites and handle irregular site shapes with custom site boundaries
Adding and Inserting Figures
This article explains how to add figures to a project in Rico and insert these into text fields.
Rico Text Fields AI Copilot (Beta) - Feature Release Note
We’re introducing the Rico AI Copilot - an optional new feature that helps you draft and refine content directly inside Rico’s text fields.
Single Plan Assessment (SPA) - Feature Release Note
Single Plan Assessment (SPA) brings the assessment of plan documents onto a single page.
Guide to Configurations in Rico
This guide explains the key configuration options in Rico and how to adjust them.
Adding, Combining and Editing Sites
Add sites using the subject site search or a JSON file then combine or edit any details to ensure these are presented correctly.
Adding and Referring to Appendices
This article explains how to add and refer to appendices in Rico.
Troubleshooting the Site Search on Rico (using LINZ)
Solve problems finding the right parcels of land using the Rico Site Search
Creating and Editing Templated Responses
This article explains how to create and edit Templated Responses that can be pulled into Workflows and Reports by users.
Inserting Project Properties, Plan References and Technical Assessments into Text Fields
This article explains how to use '/' and '@' commands to insert project properties and information from technical assessments into Rico text fields.
Using the Import Function
This article explains how to use the import function to pull in assessments from previous projects and templates.
Overview of Workflows, Modules and Report Templates
This article provides an overview of how Workflows, Modules and Report Templates all work together on Rico.
Changes to your Rico Configuration (Workflow, Templated Responses and Reports)
This article explains what settings you can change in your Rico Configuration.
Using the Review Tab
This video explains how to use the Review Tab in Rico.
How Plan Considerations Work
This article provides an overview of how Plan Considerations work in Rico
Using the Rules/Standards Assessment
This article explains how to use the Rules/Standards Assessment in Rico.
How Plan Changes are Assessed in Rico
This article explains how Plan Changes can be Assessed in Rico.
Creating and Editing Tables in Text Fields
This article explains how to create and edit tables in Rico Text Fields.
Using Lists
This article explains how to use lists in Rico.
Using Text Fields, Styles, Formatting and Todos
This article explains how to use text fields in Rico, including the Styling, Formatting and Todo functions